Established in 2004 by Paul Chase, DeMontfort Chase Financial Planning is a firm of independent financial advisers based in Leicestershire. The company focuses on building long-term, trusted relationships with its clients by offering personalised, face-to-face advice. Their core mission is to help clients achieve their financial goals through comprehensive wealth management services, including retirement planning, investment strategies, and inheritance tax planning, all underpinned by values of honesty, integrity, and professionalism.

Founded in

United Kingdom